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Vanguard Dividend Appreciation ETF

2,259 hedge funds and large institutions have $39.4B invested in Vanguard Dividend Appreciation ETF in 2025 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 928 increasing their positions, 855 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,259
Holders Change
-34
Holders Change %
-1.48%
% of All Funds
30.68%
Holding in Top 10
261
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-5.78%
% of All Funds
3.55%
New
117
Increased
928
Reduced
855
Closed
96
Calls
$126M
Puts
$25.1M
Net Calls
+$101M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Shares
Change %
M
1001
MOTCO
Texas
$1.57M +$14.4K +74 +0.9%
PFG
1002
Prospect Financial Group
Virginia
$1.57M -$57.2K -295 -4%
VA
1003
Vident Advisory
Georgia
$1.56M -$340K -1,751 -18%
MWG
1004
Martin Worley Group
Utah
$1.55M -$19.8K -102 -1%
CC
1005
Chicago Capital
Illinois
$1.54M +$130K +669 +9%
IWA
1006
Inspirion Wealth Advisors
Illinois
$1.54M
SM
1007
Sweeney & Michel
California
$1.54M +$1.54M +8,848 New
AWA
1008
ARQ Wealth Advisors
Arizona
$1.53M -$39K -201 -2%
MPCA
1009
Madison Park Capital Advisors
Washington
$1.52M -$15.7K -81 -1%
AEPWM
1010
Atlantic Edge Private Wealth Management
Florida
$1.52M -$104K -534 -6%
RMF
1011
Red Mountain Financial
Colorado
$1.5M +$33.9K +175 +2%
NC
1012
NovaPoint Capital
Georgia
$1.5M
EB
1013
Eastern Bank
Massachusetts
$1.5M +$56.3K +290 +4%
VCM
1014
Vivaldi Capital Management
Illinois
$1.5M -$96.6K -498 -6%
GWM
1015
GK Wealth Management
Nevada
$1.49M +$575K +2,965 +63%
MWM
1016
MOKAN Wealth Management
Kansas
$1.49M +$164K +847 +12%
CMBA
1017
C.M. Bidwell & Associates
Hawaii
$1.49M -$1.94K -10 -0.1%
NFG
1018
Nadler Financial Group
Illinois
$1.49M +$128K +660 +9%
HGWM
1019
Horst & Graben Wealth Management
Oregon
$1.49M +$582 +3 +0%
OP
1020
ORG Partners
Indiana
$1.48M +$691K +3,568 +88%
S
1021
Sachetta
Massachusetts
$1.48M -$22.7K -117 -2%
KLI
1022
Kelman-Lazarov Inc
Tennessee
$1.47M +$89.8K +463 +6%
BWM
1023
BNC Wealth Management
Oregon
$1.47M -$30.5K -157 -2%
SAG
1024
SageView Advisory Group
California
$1.46M +$18.8K +97 +1%
BTI
1025
Blue Trust Inc
Georgia
$1.46M -$320K -1,650 -18%